by Dan Phillips | Dec 21, 2022 | Financial Awareness, Financial Planning, Retirement Education, Uncategorized, Wednesday Wisdom
Wisdom Wednesday with Viva Financial The end of the year is when a lot of deadlines come up. So, as we head to the end of the year, now is a great time to make sure your financial plan is still on track. And it’s wise to use a checklist to see where you are and what...
by Dan Phillips | Dec 14, 2022 | Financial Awareness, Financial Planning, Investing, Retirement Education, RMD, Wednesday Wisdom
Wisdom Wednesday with Viva Financial RMD’s- A topic you don’t typically hear about unless you are the the retirement phase of life. And while they only apply to people over the age of 72, that doesn’t mean you should go through life uninformed on...
by Dan Phillips | Dec 12, 2022 | Financial Awareness, Financial Planning, Investing, Retirement Education, Uncategorized
Market Insights Many indicators are showing positive signs as we close out the year. We will continue to deliver market insights to you throughout 2023. As always, if you have any questions or would like to schedule your complimentary consultation, please reach out to...
by Dan Phillips | Dec 7, 2022 | Financial Awareness, Financial Planning, Investing, Retirement Education, Wednesday Wisdom
Wisdom Wednesday with Viva Financial It’s the most wonderful time of the year, with hearts overflowing and Christmas’s bonusing! (Okay, it’s a stretch, bear with me!) Many of us look forward to that much-earned, year-end bonus. But what do you do...
by Dan Phillips | Nov 30, 2022 | Financial Awareness, Financial Planning, Insurance, Investing, Retirement Education, Wednesday Wisdom
☕🌿Wisdom Wednesday with Viva Financial🌿☕️ Can you believe it’s the LAST DAY of November?? We hope that you’ve learned some helpful information on Long-Term Care Insurance over the past few weeks. To wrap up LTCi awareness month, we leave you with one...
by Dan Phillips | Nov 23, 2022 | Financial Awareness, Financial Planning, Insurance, Investing, Retirement Education, Wednesday Wisdom
Wisdom Wednesday with Viva Financial So you need long-term care insurance, but where do you start? Here are some key policy features that will help you ask the right questions to make sure the policy you choose is the one best suited for your, individual, needs. ...
